世界盃主辦國之一美國，公布26人大軍名單。 多位在歐洲聯賽效力的球員入選，包括隊長、AC米蘭的普列錫，祖雲達斯的韋斯頓麥堅尼，還有英超般尼茅夫的泰拿阿當斯等。里昂的泰斯文因傷勢成疑落選。約一半入選球員是第二度征戰世界盃，另一半則是首度入選。 主帥普捷天奴在紐約出席記者會，他表示是經過深思熟慮，選出一支能代表美國，爭取最高榮譽的團隊。 美國目前在國際足協世界排名16，2002年曾打入八強，上屆十六強止步。美國隊今屆位列D組，首戰對巴拉圭，之後迎戰澳洲及土耳其。

(RTTNews) - Ahead of Monday's holiday for Labor Thanksgiving Day, the Japanese stock market had turned lower again on Friday, one day after ending the four-day losing streak in which it had plummeted more than 2,710 points or 5.6 percent. The Nikkei 225 now rests just above the 48,625-point plateau although it's likely to bounce higher again on Tuesday. The global forecast for the Asian markets is mixed to higher, with support expected from the technology and oil sectors. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to follow the latter lead. The Nikkei finished sharply lower on Friday following losses from the financial shares and technology stocks, while the automobile producers offered support. For the day, the index plummeted 1,198.06 points or 2.40 percent to finish at 48,625.88 after trading between 48,490.03 and 49,459.59. Among the actives, Nissan Motor jumped 1.93 percent, while Mazda Motor added 0.72 percent, Toyota Motor accelerated 1.74 percent, Honda Motor rallied 1.62 percent, Softbank Group cratered 10.90 percent, Mitsubishi UFJ Financial eased 0.06 percent, Mizuho Financial perked 0.08 percent, Sumitomo Mitsui Financial collected 0.75 percent, Mitsubishi Electric stumbled 2.30 percent, Sony Group climbed 1.03 percent, Panasonic Holdings slumped 1.00 percent and Hitachi tanked 3.38 percent. The lead from Wall Street is strong as the major averages opened mixed on Monday but quickly turned higher and accelerated throughout the day, ending near session highs. The Dow advanced 202.86 points or 0.44 percent to finish at 26,448.27, while the NASDAQ surged 598.92 points or 2.69 percent to end at 22,872.01 and the S&P 500 climbed 102.13 points r 1.55 percent to close at 6,705.12. The rally on Wall Street came as traders continued to pick up stocks at relatively reduced levels after concerns about valuations and the outlook for interest rates weighed on the markets for much of last week. Positive sentiment may also...

来源：环球市场播报 昨夜今晨，结束假期重启交易的美股市场延续 半导体 和AI牛股集体冲高的局面，标普500指数和纳指再创盘中新高和收盘历史新高。 截至收盘，标准普尔500指数涨0.61%，报7519.12点；纳斯达克 综合指数 涨1.19%，报26656.18点；在周二迎来130岁生日的道琼斯工业平均指数跌0.23%，报50461.68点。 昨夜风头最强劲的个股无疑是存储龙头美光科技。 美光收盘涨幅定格在19.29%，市值首度突破1万亿美元关口，成为当前地球上13家万亿美元上市公司之一。过去12个月里，公司股价翻了8倍。 （来源：companiesmarketcap） 作为美光股价的强力催化因素，瑞银美国半导体和半导体设备分析师蒂莫西·阿库里（Timothy Arcuri）在最新报告中，将美光目标价从535美元大幅上调至1625美元，对应市值高达1.8万亿美元。阿库里也认为，鉴于长期供应协议（LTA）将锁定相当一部分产能，市场将逐步给予美光更正常的估值倍数，而不只是“周期股”。 与此同时，美国总统特朗普也在上周五的一场集会中公开称赞美光科技。他说道：“美光，好家伙，美光太棒了，他们正在投资数千亿美元。” 在美光大涨的推动下，西部数据周二收涨超8%、闪迪涨超7%、希捷科技涨4.06%。美股市场的现象级存储ETF（DRAM）收涨14.56%，自4月初上市以来已经翻倍。 与此同时，虽然美国和伊朗又在霍尔木兹海峡交火，但市场似乎仍对美伊最终会达成协议抱有信心。 The Sevens Report的创始人Tom Essaye表示：“投资者不应该指望任何协议能立刻推动标普500指数冲上8000点，但消除干扰因素将使投资者能够专注于盈利和增长，从而提升市场潜力。即使停火不会立即成为 催化剂 ，但只要经济增长保持稳健且通胀不飙升，它仍将对股票和债券产生稳定的积极影响。” 热门股表现 按市值排名， 截至收盘，英伟达跌0.22%、谷歌-A涨1.54%、苹果跌0.16%、微软跌0.61%、亚马逊跌0.39%、台积电涨1.93%、博通涨1.9%、特斯拉涨1.78%、Meta涨0.34%、伯克希尔哈撒韦-A跌0.57%、美光科技涨19.29%。 在美光大涨的带动下，半导体板块表现活跃。英特尔收涨3%、AMD涨7.78%、联电涨15.7%、高通涨超4%。鉴于Computex即将于下周开幕，事件...

The advert for Betway featured a picture of ex-Arsenal forward and now pundit Thierry Henry, but the ASA said he was unlikely to appeal strongly to under-18s and therefore did not go against its code.

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TSMC CEO to address bonus backlash in person as Jensen Huang's visit puts Taiwan chipmaker in spotlight digitimes

中国民用航空局党组书记、局长宋志勇5月27日在学习时报头版头条刊发署名文章，题为《推动低空经济健康有序发展》。 推动低空经济健康有序发展 中国民用航空局党组书记、局长 宋志勇 发展低空经济是以习近平同志为核心的党中央作出的重大决策部署。“十五五”规划纲要明确提出，推进低空经济健康有序发展。这充分体现了以习近平同志为核心的党中央推动低空经济发展的坚定决心和政治智慧。作为国家民用航空主管部门，民航局始终坚持以习近平新时代中国特色社会主义思想为指导，坚决有力贯彻落实党中央决策部署，主动担当，履职尽责，护航低空经济行稳致远。 提高政治站位，坚决扛起推动低空经济健康有序发展的时代使命 低空经济事关国家战略落地、民生福祉改善和发展优势培育，需要我们立足党和国家事业发展全局，深刻把握低空经济健康有序发展的时代要义，坚决扛起政治责任和使命担当。 服务国家战略，激活发展动能。习近平总书记高度重视低空经济，强调要做好国家空中交通管理工作，促进低空经济健康发展。党的二十大以来，低空经济战略地位逐年提升。2023年召开的中央经济工作会议首次将其列为战略性新兴产业；2024年《政府工作报告》提出，积极打造低空经济等新增长引擎；党的二十届三中全会指出，要发展通用航空和低空经济；2025年《政府工作报告》提出，推动低空经济等新兴产业安全健康发展。2026年《政府工作报告》将低空经济划定为国家新兴支柱产业。战略定位提升，引领发展节奏，凝聚发展共识。民航要以坚定的政治立场、鲜明的政治导向、务实的政治担当，始终把推动低空经济发展作为重大政治任务，自觉把民航工作融入党和国家事业发展大局，坚决贯彻党中央决策部署，统一共识，凝聚力量，以有力举措推动低空经济健康有序发展落地见效。 践行人民至上，回应群众所盼。习近平总书记强调，中国式现代化，民生为大；要准确把握新形势下人民群众对美好生活新期待和民生工作新特点。低空经济的内需潜力在于服务民生，农林植保、电力巡检、应急救援、医疗救护等应用场景与社会需求深度融合，发展成果直接关乎群众切身利益。民航要始终坚持以人民为中心的发展思想，践行“人民航空为人民”的行业宗旨，把服务民生福祉作为推动低空经济发展的出发点和落脚点，关注发展需求，完善服务体系，拓展应用场景，筑牢安全防线，切实做到胸怀“国之大者”，服务群众“小事”，把推动低空经济的发展成果转化为社会公众可感可及的民生温...

A video of Robert F. Kennedy Jnr wrangling two snakes bare-handed captured the internet’s fascination on Tuesday, the latest animal encounter the US health secretary has shared publicly that has sparked intrigue and in some cases concern. Kennedy shared the clip of himself grabbing the tails of the non-venomous black racer snakes on his personal social media accounts, noting in the caption that he was removing them from the patio of Centres for Medicare and Medicaid Services Administrator Mehmet Oz. An avid outdoorsman, Kennedy has posted numerous photos and videos over the years of himself interacting with wild animals. He has also shared tales of such interactions, including admitting once planting a bear carcass in New York’s Central Park as a prank. Advertisement Internet users reacted with joy, incredulity and outcry at Kennedy’s latest clip, which shows the snakes biting in the direction of his fingers as Oz asks questions about the snakes. Kennedy’s wife, actress Cheryl Hines, can be heard saying “Why?” and telling her husband to let them go. Robert F. Kennedy Jnr and his wife Cheryl Hines appear at a political event in Philadelphia, Pennsylvania, in October 2023. Photo: TNS Herpetologists said the species in the clip is largely harmless to humans, even if it bites.

AI眼镜的“iPhone时刻”尚未到来，赛道已然沸腾。进入二季度，雷鸟创新、阿里千问等厂商密集发布新品，谷歌则预告秋季推出首款AI眼镜。市场热度之下，A股AI眼镜产业链加速追“光”逐“芯”。在带显示功能的AI眼镜中，光学部件占据近一半成本，适配户外强光场景的Micro LED显示技术成为企业重点布局方向。主控芯片同样是核心成本环节，占比两成至三成，恒玄科技、芯原股份等A股公司纷纷卡位布局。（人民财讯）

AVGO Stock Alert: Why Broadcom Is Exploding To New Highs Now! Alice Cooper (Rb3HlLo25a) Mshale

2025年的204起性侵儿童案件中，最小的受害者只有4岁，最小的施害者不到十岁，平均每起案例有3名儿童受害 【财新网】 AI换脸、“一键脱衣”、虚拟伴侣、深度合成色情内容……未成年人受网络侵害的形式正在快速变化。很多风险不再从现实空间开始，而是从一次聊天、一个账号、一段虚拟关系切入，从线上猥亵发展为线下侵害。 北京众一公益基金会“女童保护”团队近日发布的《2025年性侵儿童案例统计分析报告》（下称“报告”）显示，2025年全年媒体公开报道的204起性侵儿童案例中，共涉及受害儿童690人，年龄最小的仅4岁，受害人中女童占比达95.69%。施害者中，既有年龄不足10岁的未成年人，也有93岁高龄施害者。

中国证监会等八部门日前联合印发《综合整治非法跨境证券期货基金经营活动实施方案》，全面取缔境外证券期货基金经营机构非法跨境经营活动。受访人士表示，方案终结了无牌跨境互联网券商野蛮生长的模式，向全行业传递出明确信号：机构经营必须以保护投资者为前提。非法跨境平台退出后，拥有合规跨境业务资质的证券公司将迎来业务增长新机遇，并加快国际业务布局。（上海证券报）

Key Points The company's HA gas turbines hit an important operational milestone. This was due, at least in part, to the power generation needs of facilities like data centers. 10 stocks we like better than GE Vernova › GE Vernova (NYSE: GEV) stock had a good start to the holiday-shortened trading week. The sprawling energy company is the largest gas turbine manufacturer in the world, and had positive news to share about these products. In reaction, investors traded the company's stock up by more than 3% on Tuesday. 4 million reasons to be cheerful Before market open, GE Vernova announced that its H-class gas turbine fleet surpassed 4 million commercial operating hours. The class, comprised of the 7HA and 9HA ultra-high-efficiency turbines, was introduced in 2016. Since then, the fleet has expanded to 128 units operating in 21 countries worldwide. All told, they have generated roughly 74 gigawatts of power plant capacity. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » In the press release touting this feat, GE Vernova quoted the CEO of its power segment, Eric Gray, as saying that "This milestone reflects the confidence our customers have placed in GE Vernova's HA technology and its established role in supporting flexible power generation around the world." He added that "as electricity demand rises and energy security is seen as national security, customers are increasingly focused on solutions that can deliver reliable, efficient, and more flexible power." Quite a money spinner Gas turbines are crucial to GE Vernova. Last year, more than half of the energy specialist's total orders were booked by its Power unit, which specializes in different types of turbines. In its press release, the company noted that the significant power needs of facilities like data centers are driving demand for such prod...

Meanwhile, the committee's report raised concerns several "vital" recommendations previously made by the Law Commission, which would make it easier for leaseholders to convert to commonhold, were missing from the draft bill.

Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Think you're saving enough for your kids? You might be dangerously off — see why Investor Ross Gerber of Gerber Kawasaki , one of the earlier backers of the EV giant and now a vocal critic of the brand, earlier shared that the brand is “permanently damaged,” while investor Cathie Wood , who is the CEO of Ark Invest , acknowledged that the brand had been negatively impacted last year. Musk was instrumental in Trump’s re-election bid, donating over $250 million to the campaign in the run-up to the 2024 Presidential election. However, he has also received widespread criticism over his ties to right-wing politics. Concerns about damage to Tesla’s brand have been shared by experts following Musk’s political activism and his close associations with the President Donald Trump administration. The Model Y has repeatedly topped sales charts, with the crossover SUV emerging as the best-selling car globally in 2023, 2024 and 2025, as well as being the best-selling EV in the U.S. and in California during the first quarter of 2026. Quoting a post by user James Stephenson on X , who hailed the Tesla Model Y’s position as the best-selling EV across multiple markets, Musk seemingly reaffirmed the EV giant’s position in the global market. “Product >> Brand,” Musk said in the post. Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Story...

Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Think you're saving enough for your kids? You might be dangerously off — see why Investor Ross Gerber of Gerber Kawasaki , one of the earlier backers of the EV giant and now a vocal critic of the brand, earlier shared that the brand is “permanently damaged,” while investor Cathie Wood , who is the CEO of Ark Invest , acknowledged that the brand had been negatively impacted last year. Musk was instrumental in Trump’s re-election bid, donating over $250 million to the campaign in the run-up to the 2024 Presidential election. However, he has also received widespread criticism over his ties to right-wing politics. Concerns about damage to Tesla’s brand have been shared by experts following Musk’s political activism and his close associations with the President Donald Trump administration. The Model Y has repeatedly topped sales charts, with the crossover SUV emerging as the best-selling car globally in 2023, 2024 and 2025, as well as being the best-selling EV in the U.S. and in California during the first quarter of 2026. Quoting a post by user James Stephenson on X , who hailed the Tesla Model Y’s position as the best-selling EV across multiple markets, Musk seemingly reaffirmed the EV giant’s position in the global market. “Product >> Brand,” Musk said in the post. Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Story...

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：靠“卖PPT”和“雇高材生”躺赚的时代终结了。当AI几秒钟就能搞定研究报告，谁还会为咨询公司昂贵的“初级人工”买单？金字塔模式正在崩塌，实干家正从学院派手中夺走话语权。文章来自编译。 扫一眼新闻标题，你很难责怪人们为什么会认为人工智能预示着咨询行业的末日。诚然，人工智能正在让大部分知识型工作实现自动化，但它只是众多的冲击力量之一。多股力量正汇聚成一场“完美风暴”，给大型咨询公司沿用已久的商业模式带来直接冲击。 高利率与宏观经济波动收紧了专业服务的预算，迫使企业高管们开始严审咨询开支。与此同时，客户对咨询公司的需求也发生了翻天覆地的变化。他们现在要求每一分钱都要看到回报。他们不再仅仅满足于宏观战略，也不再需要精美的 PPT、庞大的数据库或研究报告——而这些曾是传统咨询公司的核心价值所在。如今，大语言模型（LLM）几秒钟内就能生成这些内容。领导者们现在需要的是针对其业务定制的、可执行的解决方案，以及由具备专业背景和相关经验的专家提供的实操落地支持。 这些汇聚而来的压力和转型浪潮正像重锤一样，砸向传统咨询公司的“金字塔模型”，而这些公司正艰难地试图适应这一变化。 预警信号已十分明显。各大咨询公司已经冻结了新员工的起薪。据《华尔街日报》报道，麦肯锡（McKinsey）已裁员超过 11%，理由是人工智能影响了项目的选人与交付方式。 一些观察人士认为，咨询行业以及长期占据统治地位的老牌公司只会随之进化。《哈佛商业评论》的一项分析指出，咨询公司可能会抛弃传统的金字塔结构，转向由少数资深专业人士组成的更精简的结构。 这个预测大致上是正确的。大公司确实已被迫重新审视其运营方式。然而，公众评论低估了这场转型的难度之大、耗时之长，以及它所创造的竞争机遇。 崩塌的金字塔 这个金字塔不仅仅是一张组织架构图，它更是咨询商业模式的财务引擎。合伙人位于塔尖，负责谈业务；经理位于中层，负责监督项目；而初级顾问团队则负责调研、分析和制作幻灯片。 但是，如果机器能瞬间生成质量更高的内容，客户凭什么还要为初级员工的工作支付每小时 300 到 500 美元的费用？哈佛商学院的一项研究显示，与人类相比，AI 完成任务的速度快 25%，质量高 40%。而且，这种效率提升只会持续增长。 金字塔结构只有在公...

灣仔有酒吧發生傷人案，一名女子受傷清醒送院。 凌晨四時許，警方接報指告士打道229號一間樓上酒吧，有九人持鐵棍襲擊兩男一女，之後他們逃離現場。一名女子面部受傷，送院治理。 警方列傷人案處理，暫時未有人被捕。

A Hong Kong medical technology firm manufacturing tailor-made body implants will expand research initiatives and explore setting up a factory in Central Asia, in a further collaboration which one expert said could also benefit the city. Koln 3D, Hong Kong’s first orthopaedic and metal component printing technology company, revealed its plan ahead of Chief Executive John Lee Ka-chiu’s coming visit to the region early next month. “For me, Central Asian countries are like Saudi Arabia 20 to 30 years ago. They are rich in oil and minerals, and will develop well in the future,” said Edmond Yau Wing-fung, the company’s founder and CEO. Advertisement “We hope to leverage our advanced technology to help [patients in] one country first, and gradually expand to the whole region.” Lee earlier announced that he would lead the largest-ever delegation of the current administration, consisting of more than 30 local business leaders and around 30 mainland Chinese entrepreneurs, to Kazakhstan and Uzbekistan in early June. Advertisement Yau will be among the delegates and is expected to sign a memorandum of understanding (MOU) with the National Research Oncology Centre of Kazakhstan, the country’s leading cancer research institute.

中美元首在北京會談後，雙方贊同構建「中美建設性戰略穩定關係」。外媒分析指，近期特朗普對中方釋出友善訊號，而對印度態度卻不如以往，令印度擔憂，可能令其嘗試改善跟中國的關係。 ▍ 美印關係轉變 《紐約時報》 指出，21世紀初以來，美國政黨都傾向與印度增進關係。在特朗普的首屆總統任期內，他也曾指出，印度將永遠「在我們心中佔據特殊位置」，但這個傳統如今卻被特朗普本人打破。 去年，印度與巴基斯坦爆發武裝衝突，之後停火。特朗普稱，自己對促成停火至關重要，但印度總理莫迪堅稱是印巴自行化解危機，並非美方功勞，又拒絕提名特朗普為諾貝爾和平獎候選人。 報道分析指，對諾貝爾和平獎「充滿執念」的特朗普因而十分生氣，其後他對印度商品徵收百分之50的關稅，試圖打擊印度經濟。而兩國今年2月達成的臨時貿易協議，條款亦對印度不友善。 ▍ 中美構建新關係 引印度注意 《紐約時報》又指，特朗普向中國示好，亦引發印度擔憂。印度官員已注意到，特朗普早前在北京接受傳媒訪問時，以「G2」一詞形容中美關係，意指「兩個偉大國家」。 同時，中美近期又宣布同意建立「建設性戰略穩定關係」，作為中美關係新定位。報道引述專門研究中印關係的專家指，印度很想知道兩國建立這種關係到底有何意味。 ▍ 中印關係或現轉機？ 報道又引述另一位學者指，印度對美印關係的未來走向感到憂慮，這促使印度改善跟中國的關係。 在2020年，中印兩國軍隊在喜馬拉雅山邊境發生衝突後，雙方關係惡化。不過，近期兩國互相放寬簽證限制，印方亦在探討會否容許中國在印度經濟的非敏感領域中作更多投資。學者指，兩國都希望跟對方建立更穩定的關係。 但學者同時指出，2020年喜馬拉雅山邊境的衝突，對中印關係造成巨大裂痕，未必因而完全化解。報道也指，不少印度官員認為應繼續推行「戰略自主」策略，即跟任何大國都保持一定距離。 (旁述由AI生成)

Donny DBM/iStock via Getty Images After a strong start in January the market corrected largely due to the Strait of Hormuz crisis. Technology was the quarter's worst-performing S&P 500 sector, especially software-related companies which suffered from AI disruption fears, excessive stock-based compensation and high valuations. Adding to that were monetization concerns over a sizable increase in "hyperscaler" capital expenditures in excess of $660 billion. The conflict in Iran and resulting Strait of Hormuz shutdown effectively halted shipping of 20.5-21 million barrels per day of crude oil and refined products that pass through what is one of the world's most critical commodity corridors. This boosted energy, the best performing sector. Value outperformed growth with the Russell 1000 Value Index advancing 2.10% compared to a decline of 9.78% for the Russell 1000 Growth Index. Defense Spending on the Rise Geopolitical uncertainties over the last several years have brought about steadily increasing defense budgets, particularly in the United States which saw an increase from $715 billion in 2020 to just under $850 billion in 2025. For the first time ever, the 2026 budget exceeds $1 trillion. These increases have been driven by events like the Russia-Ukraine conflict as well as the war in Israel. Most recently, the US proposed a $1.5 trillion defense budget for 2027, citing factors like increasing global threats and the need for more domestic defense infrastructure. Lockheed Martin ( LMT ), Northrop Grumman ( NOC ) and RTX ( RTX ) stand to be among the largest beneficiaries of rising defense budgets, as all three are prime contractors for the US's proposed $185 billion "Golden Dome" nationwide missile defense system. General Dynamics ( GD ), meanwhile, serves as the prime contractor for the nation's $65.8 billion naval modernization effort. Boeing ( BA ) should see consistent revenue following their award of the F-47 next-generation aircraft contract, which is particula...

Key Points The S&P 500 has been climbing for eight weeks as investors feel more optimistic about stocks. The index has already gained more than 70% over the past three calendar years. 10 stocks we like better than S&P 500 Index › The S&P 500 has soared over the past three years amid expectations that artificial intelligence (AI) will represent the next big moment in technology. Investors rushed to get in on these stocks and other growth players, and that helped the index climb 78% over the three calendar years. The first quarter marked a pause in this momentum as investors worried about turmoil in Iran as well as the rapidity and depth of tech companies' AI spending -- but in recent weeks, the positive movement has returned. Investors are optimistic that a resolution in Iran is on the way, and strong earnings reports from tech companies and comments about high demand for AI have eased concerns about the long-term AI story. All of this has boosted the performance of stocks and the major indexes. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » In fact, the S&P 500 just did something for the first time in nearly 30 years. And history says this may happen next. AI stocks drive gains Before we take a look at the S&P 500's move, though, let's dive deeper into the index's ups and downs over the past year or so. As mentioned, AI stocks have driven much of the gain. Investors rushed to get in on these players during the early days of the AI story to fully benefit as the technology developed. During this stage, customers turned to AI companies such as chip giant Nvidia and cloud player Alphabet to access the capacity needed to train their large language models. These companies were among the first winners of the AI boom, as they very quickly generated revenue from their AI investments. Meanwhile, this boom ...

That change was announced just before the outbreak of the conflict in Iran. However the cap from July to September will reflect the 25% increase in the global price of gas caused by the war, particularly the effective closure of the Strait of Hormuz.

ismagilov/iStock via Getty Images FuelCell Energy ( FCEL ), for me, is the stock where the story looks stronger than the actual business. I am not saying that this is an empty hydrogen company. Technology is real, clean power is logical, and AI data center electricity demand gives the company a better narrative in my opinion. But at the same time, it is a problem. FCEL currently is the company where pipeline needs to become contracts, contracts into revenues, revenues into gross profit, and gross profit in the end into real cash flow. For me, there are too many steps for this to become a bull thesis. Until FCEL shows a clearer path to profitable growth, I doubt that promises could be worth such a premium. The AI data center narrative is the strongest bull argument after backlog, but at the same time I believe it is overvalued. Data centers need a reliable source of electricity; uptime is also critically important, while U.S. grid problems are becoming more and more of a talking point nowadays. So, I understand that investors want to connect FCEL with AI infrastructure trade. The problem is that this connection is more of a potential, in my opinion, than a proven financial result. The company talks about more than 1.5 GW of new commercial offerings and SDCL cooperation, which could take up to 450 MW of data center and mission-critical power projects. It sounds excellent, but proposals do not mean revenue, and collaboration is not a final signed contract either. Simply, in my opinion, the market is trying to price in faster than the facts keep showing up. But we need to separate and see the line between a good story and a good stock, in my opinion. While the company is talking about more than 1.5 GW of new commercial offers and the SDCL partnership, which can be up to 450 MW of data center and mission-critical power projects. This sounds perfect, and I understand that many jumped on this as a picks and shovels strategy, but sadly, proposals are not revenue. I believe ...

路透一项调查显示，分析师认为，人工智能的蓬勃发展和强劲的企业盈利将继续推动日本日经指数创下历史新高。 路透调查的预测中值显示，日经225指数周一触及65408.87点的历史新高后，有望在明年年底前达到69000点的历史新高。该指数周二收于64996.09点。 接受调查的分析师对日经225指数2026年底的预测中值为62800点，然而，由于市场对伊朗冲突短期内结束的乐观情绪升温，该指数自5月20日触及59292.25点的低点以来已上涨近10%，推动科技股实现两位数涨幅。在此期间，专注于人工智能初创企业投资的 软银 集团股价飙升超过60%。 野村证券宏观研究主管Yunosuke Ikeda看好日本股市，但日经指数的上涨速度已超过他此前预测的今年年底63000点和一年后65000点。 他表示，作为预测者，这波涨势“实在太猛烈，难以跟上”。 在另一项调查中，12位受访者中有7位表示，他们对人工智能推动股市表现的看法与三个月前基本持平。其余5位则表示更加乐观。 日经225指数在过去两年飙升近70%，涨幅超过美国和欧洲基准指数。 在对年底日经指数的16项预测中，只有4项低于60000点。在看空日经指数的分析师中，IG Markets分析师托尼·西卡莫尔预测，到12月底，日经指数将跌至55000点。 受访者对未来三个月内股市回调（通常定义为下跌10%或以上）的可能性看法不一，六位受访者认为“可能”或“极有可能”，而五位受访者则认为“不太可能”。 索尼 金融首席经济学家Hiroshi Watanabe认为日经指数到2027年底将达到70000点，他属于后者，但补充说，5%至10%的回调“可能会频繁发生”。 责任编辑：于健 SF069

【重磅】 别错过！全球股市迎来“芯片牛”，立即开户跟进>> 【相关阅读】 美股芯片半导体大爆发！美光科技、AMD、闪迪、希捷科技、西部数据、高通等创新高 美股涨疯了！纳指、标普再创历史新高，美光暴涨19%跻身万亿俱乐部 北京时间周二（5月26日），标普500指数和纳指再创新高，分别涨0.61%和1.19%，道指跌0.23%。 芯片股表现强劲，费城半导体指数涨5.53%，刷新历史新高。 存储芯片巨头美光科技收盘猛涨超19%，创2011年11月以来最大单日涨幅，总市值首次突破1万亿美元。 今年以来，美光科技累计涨幅达210%。 美光科技由此成为继英伟达、微软、台积电、博通等巨头之后，全球半导体行业又一加入“万亿美元俱乐部”的公司。据财联社报道，瑞银将美光目标价从535美元上调至1625美元， 即认为有超过100%的上行空间 。 西部数据涨超8%，闪迪、超威半导体涨超7%，科天半导体、迈威尔科技涨超6%，高通、希捷科技涨4%，英特尔涨逾3%。 太空概念股Rocket Lab涨超5%，续创新高。光通信概念股Ciena涨超3%，股价首次站上600美元。 中概股多数上涨，纳斯达克中国金龙指数涨0.57%。富途控股涨近20%，盛美半导体涨近18%，欢聚涨超17%，老虎证券涨近15%，奇富科技涨超8%，小鹏汽车、网易涨6%左右，小马智行、腾讯音乐涨超4%。下跌方面，金山云跌超8%，名创优品跌逾4%。 大宗商品方面，国际油价涨跌不一，WTI原油昨夜收跌2.81%，布油期货反弹收涨3.6%。 黄金大幅下跌。 现货黄金失守4500美元/盎司 ，现货白银小幅上涨。对于可能实施减产的担忧，叠加中东地区持续的供应扰动影响，LME期铝涨0.8%，盘中曾创逾四年新高。 加密货币全线下跌， 比特币跌破76000美元 ，截至北京时间27日6：20，近24小时跌超2%。以太坊、SOL均跌约2%，HYPE跌超4%，全球超9.7万人被爆仓 ，爆仓总金额近3.5亿美元。 消息面上，据央视新闻报道， 伊朗伊斯兰革命卫队海军副司令穆罕默德·阿克巴尔扎德当地时间26日晚间表示，美国和欧洲经济高度依赖能源价格，并容易受到地区局势变化影响，这种压力杠杆使美国在与伊朗达成协议问题上处于“请求”的地位。 据央视新闻报道， 伊朗伊斯兰革命卫队海军公共关系部发布消息称，过去24小时内，包括油轮、集装箱船和其他商船在内的25艘船...

来源：华尔街情报圈 市场正在“重新习惯战争”，习惯高油价，习惯高利率，习惯美股创新高。在高位“习惯风险”之后， 某 一天突然失去平衡。 双方连夜交火后，反常的一幕发生了： - 原油、美元小幅反弹； 黄金 、美国国债、比特币小幅下跌； - 此时最魔幻的依然是美股。道指跌了（代表传统经济、工业、周期股在为高油价和高利率买单），但标普和纳指在 半导体 动量的惯性下还在刷历史新高。但这其实是广度极差的“虚假繁荣”。 市场并没有恐慌。 第一，美伊在霍尔木兹海峡附近开火，市场对达成和平协议的希望时起时落。但市场依旧保持了乐观，因为油价仅仅是收复了周一约一半的跌幅。美伊的交火，本质上是框架协议正式签署前的“极限施压”与筹码争夺。 美方称，周一晚间在伊朗南部进行了自卫性打击，目标是 导弹 发射场和试图布雷的船只；而伊朗则表示，在F-35战斗机和数架无人机进入伊朗领空后，他们向其开火。 《华尔街日报》引述知情人士消息分析报道称，伊朗基本摆脱了与美军夜间冲突的影响，周二仍留在谈判桌上。伊朗一直在寻求经济援助，希望重新掌控西方冻结的1000亿美元资产中的一部分，并重新获得进入世界 石油 市场的机会。 第二，10年期美债收益率逼近4.5%水平，油价仍旧在100美元下方——警报尚未升级，人们在慢慢适应越来越危险的环境。 第三，值得留意的是，美联储官员提到油价的两个数字“100美元、90美元”。油价跌破了100美元，市场松了一口气，但美联储并没有松。市场盯的是“油价有没有失控”，美联储盯的是“高油价会不会停留太久”，两者逻辑并不一样。 芝加哥联储主席古尔斯比在接受福克斯新闻 采访 时表示，如果油价连续数月维持在每桶90美元、100美元以上，那么我们就必须把这一点纳入我们的计算中。能源价格上涨最终可能会外溢，导致机票和食品价格上涨。

The Blackwell systems will be installed at its Texas data center. In this photo illustration, the IREN Limited logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Commissioning for the project is slated to begin in early 2027. The cloud contract is projected to increase IREN’s annualized run-rate revenue (ARR) from $3.7 billion to $4.4 billion. 14 analysts have a 12-month price target of $75, representing nearly 26% upside from Tuesday’s closing price. IREN Limited (IREN) share price gained nearly 1% after-hours after the company finalized a $1.6 billion purchase agreement with Dell Technologies for advanced, air-cooled Blackwell systems. The hardware procurement is designed to support a previously announced five-year, $3.4 billion AI cloud contract with Nvidia. The multi-billion-dollar acquisition includes GPUs, servers, storage, networking components, integration services and ancillary equipment, with payment structured on a post-shipment basis. Read Next Loading... Loading... The air-cooled systems will be integrated into the infrastructure at IREN’s Childress, Texas data center campus. Commissioning for the project is slated to begin in early 2027. Company executives stated that the transaction aims to accelerate "time-to-compute," which they identify as a primary constraint facing the artificial intelligence sector. "Securing capacity and accelerating commissioning are our top priorities in a market where time-to-compute is everything," said Daniel Roberts, co-founder and co-CEO of IREN in a press release. Roberts added that owning the physical infrastructure, operational capabilities and computing layers allows the firm to scale effectively for enterprise clients and hyperscalers. Once fully commissioned, the new A...

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：收入翻三倍也救不了现金流？当编程智能体跑赢了效率，却撞上了光刻机产能和电网的南墙。算力限购与涨价潮正在路上，这不只是AI实验室的亏损危机，最终可能也要每一位用户来买单。文章来自编译。 去年年底，一场新的 AI 狂热拉开了序幕。这一次，站在舞台中央的是“编程智能体”（coding agents）。 人们开始宣称编程进入了新纪元，诸如此类的陈词滥调不绝于耳。 很难形容在过去的两个月里，AI 给编程带来了多么巨大的变化：这种变化并非那种“循序渐进”的常规进展，而是特指刚刚过去的这个 12 月。虽然还有一些前提和限制（asterisks），但在我看来，编程智能体（Coding Agents）在 12 月之前基本上是不可用的，而自那以后基本可以胜任了——模型的质量、长期连贯性和韧性都有了显著提升，它们能够攻克大型且长期的任务，其表现已足以对默认的编程工作流产生颠覆性的影响。 几个月后，我们手里拥有的不再仅仅是口头上的宣称。我们拿到了数据。而这些数据表明，市场正在发生一些非同寻常的变化。 编程智能体是第一款让用户愿意大规模、持续性付费的 AI 产品，因为它可以直接提升工作效率。虽然现在断言企业正全面用智能体取代整个业务流程还为时尚早，但算力需求的增长速度已经超过了任何人的建设速度。 接下来，我会聊聊为什么当下的情形与以往不同，为什么没人已为此做好了准备，以及我个人的一些感悟。 数据说明一切 OpenAI 和 Anthropic 也许很快就会 IPO。正因如此，它们才急于展示其收入增长的速度有多惊人。 这笔金额极其巨大。 Anthropic 的收入自年初以来已经翻了三倍。要知道，它已经是一家大公司了，通常体量越大，维持同等增速就越难，所以这一表现确实令人惊叹。 左为 OpenAI年化收入，右为 Anthropic年化收入。 即使在过去的繁荣时期，也没人能跑出这样的数据（当然，这有一个前提条件，详见下文）。疫情期间的 Zoom、刚上市时的谷歌，或是趁着加密货币热潮大赚佣金的 Coinbase。这些公司当时的规模只有 Anthropic 的五到十分之一，且处于特殊环境下，但它们的增长速度依然略逊一筹！ 大公司增长最快的年份。仅统计已成规模的公司。对比年初与年末的收入。 前提条...

Meta (META) co-founder and jujitsu devotee Mark Zuckerberg has all the characteristics of strong leaders and sports icons, says the king of the octagon and Meta board member, Dana White. The buzz: In a feature profile for Time, the UFC boss said he admires Zuckerberg’s smarts, competitive juices, and ability to keep time on meetings. He placed Zuck — who posted his grueling Murph workout on Instagram on Monday — in the same category of leaders as President Trump, billionaire activist investor Carl Icahn, and NBA legend Michael Jordan. “What I didn’t realize about Mark until I got on the board is Zuckerberg might be one of the biggest killers in the history of killers,” White said in the interview. White joined Meta’s board in January 2025, a move seen at the time as cozying up to Trump. White is a longtime friend of the president. Zuckerberg can’t claim that closeness with the president, although the relationship between the two appears to have thawed. Meta didn’t return Yahoo Finance’s request for comment. What’s behind the comments: Zuck is sure showing that ruthless side this year. Meta is cutting 10% of its employee count in a push to use artificial intelligence to drive better profits. The workforce cut equates to about 8,000 workers. Furthermore, Meta aggressively raised its full-year capital expenditure forecast to a staggering $125 billion to $145 billion, up from its previous projection of $115 billion to $135 billion. The move stunned Wall Street when it came on Meta’s late April earnings release. The stock was hammered and has since treaded water. The bottom line: It’s unclear how White’s comments will play in the next Meta board meeting. A ruthless Zuck could pay dividends for Meta over time, although the market isn’t liking that approach right now. Brian Sozzi is Yahoo Finance's Executive Editor and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinan...